Representative Experience
Provides advice on employee retirement plans, plan qualification and plan fiduciary duties
Represents group health plans and their plan sponsors with respect to COBRA and HIPAA compliance, including the privacy and security regulations, and other federal and state laws regulations group health plans
Represents employee plans and plan sponsors with the Department of Labor and the Internal Revenue Service
Provides advice on equity-based compensation, including establishing stock option plans, employee stock purchase plans and employee stock ownership plans (ESOPs)
Prior Experience
Associate, LeSourd & Patten, Seattle, practice emphasized ERISA litigation and tax, including the taxation of employee plans and tax controversies
Publications and Presentations
Author "Taxation of IRAs and Qualified Plan Distributions" Chapter of the Washington Lawyers Practice Manual
Frequent speaker on employee benefits compliance issues, including speaking at the Washington Pension & Benefits Conference Seminar on COBRA and HIPAA compliance
Memberships and Activities
Washington State Bar Association
Ninth Circuit Court of Appeals
Federal District Court of the Western District of Washington
United States Tax Court
Selected to "Rising Stars," Washington Law and Politics, 2005-2006 edition
Named as one of the “Best Lawyers in America” in Employee Benefits Law by Woodward/White, 2008
Education
J.D., University of Washington School of Law, 1995
B.A. in Anthropology, with honors, University of Washington, 1992